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Vanguard Global ex-US Real Estate ETF
VNQI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
376
Pinnacle Wealth Planning Services
Ohio
$89 – – –
KG
377
Kilter Group
New York
$60 -$48 -1 -50%
GCM
378
Gables Capital Management
Florida
$44 – – –
LWM
379
Lodestone Wealth Management
Washington
$15 – – –
SFP
380
Strategic Financial Planning
Texas
– -$5.4M -117,551 Closed
OMC
381
Old Mission Capital
Illinois
– -$1.71M -37,337 Closed
HW
382
Hancock Whitney
Mississippi
– -$1.24M -27,055 Closed
MWM
383
Modera Wealth Management
New Jersey
– -$794K -17,315 Closed
CPO
384
Cerity Partners OCIO
New York
– -$676K -14,745 Closed
BCM
385
Beaumont Capital Management
Massachusetts
– -$543K -11,853 Closed
SCM
386
SOL Capital Management
Maryland
– -$463K -10,110 Closed
WA
387
Waystone Advisors
Washington
– -$417K -9,088 Closed
WTB
388
Washington Trust Bank
Washington
– -$408K -8,900 Closed
AG
389
Ascent Group
Virginia
– -$406K -8,847 Closed
HAC
390
Harbor Advisory Corp
New Hampshire
– -$401K -8,745 Closed
SW
391
Simplicity Wealth
New Jersey
– -$346K -7,549 Closed
IFS
392
Ifrah Financial Services
Arkansas
– -$266K -5,795 Closed
MWA
393
Martel Wealth Advisors
Washington
– -$259K -5,644 Closed
JWCA
394
J.W. Cole Advisors
Florida
– -$257K -5,604 Closed
G
395
GenTrust
Florida
– -$255K -5,563 Closed
CIM
396
Catalyst Investment Management
New Hampshire
– -$243K -5,302 Closed
MGW
397
MB Generational Wealth
Washington
– -$239K -5,207 Closed
IIA
398
Integrity Investment Advisors
Colorado
– -$233K -5,092 Closed
HIM
399
Hanlon Investment Management
New Jersey
– -$209K -4,559 Closed
RLIM
400
Red Lighthouse Investment Management
New York
– -$83.9K -1,831 Closed
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16
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